Client Services Representative - Fulfillment & Close

Raymond James FinancialPittsburgh, PA, US

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Client Services Representative Fulfillment & Close

Manage financial transactions, prepare performance reports, handle complex finance administration projects, and reconcile accounts.

Summary of the Position :

The Client Services Representative Fulfillment & Close position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank's internal systems and / or platforms. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position :

Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking
Works closely with all members of the Private Bank Service Team in supporting client requests
Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
Provides a premier client experience across all client engagements
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects

Education and Experience Requirements :

Bachelor's Degree, or equivalent combination of education and experience

Minimum 4 years of financial industry experience required, including 2 years of bank operations and / or client service experience preferred

Essential Skills and Abilities :

Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

Exceptional interpersonal and communication skills

Proficiency in Microsoft Office preferred

Keen attention to detail and understanding of loan process / system and applicable lending requirements

Analytical problem-solving capabilities

Strong work ethic and ability to be self-directed

Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Education :

Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance

Work Experience :

General Experience - 7 to 12 months

Certifications : Travel :

Workstyle :

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to : Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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Client Service Representative • Pittsburgh, PA, US